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Blue Trust Inc’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Blue Trust Inc’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,161
Closed -$351K – 2498
2026
Q1 		$351K Hold
10,161
– – ﹤0.01% 596
2025
Q4 		$336K Hold
10,161
– – ﹤0.01% 616
2025
Q3 		$326K Hold
10,161
– – ﹤0.01% 633
2025
Q2 		$302K Hold
10,161
– – ﹤0.01% 628
2025
Q1 		$269K Sell
10,161
-8,148
-45% -$217K ﹤0.01% 604
2024
Q4 		$480K Buy
18,309
+3,351
+22% +$91.1K 0.01% 391
2024
Q3 		$400K Sell
14,958
-3,611
-19% -$96.9K 0.01% 554
2024
Q2 		$473K Hold
18,569
– – 0.01% 398
2024
Q1 		$473K Buy
18,569
+904
+5% +$22.4K 0.01% 282
2023
Q4 		$412K Buy
17,665
+773
+5% +$18.3K 0.01% 278
2023
Q3 		$406K Hold
16,892
– – 0.01% 285
2023
Q2 		$398K Buy
+16,892
New +$401K 0.01% 261

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Blue Trust Inc's DFEM Position: Q2 2026 in Review

Blue Trust Inc sold out of Dimensional Emerging Markets Core Equity 2 ETF (DFEM) in Q2 2026, closing a stake of 10,161 shares — an estimated $351K sold.

Blue Trust Inc first reported a position in DFEM in Q2 2023 and held it in 12 quarters. The position peaked at $480K in Q4 2024. 595 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Blue Trust Inc reported no remaining Dimensional Emerging Markets Core Equity 2 ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 10,161 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $351K.
  • Blue Trust Inc first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's Dimensional Emerging Markets Core Equity 2 ETF position peaked at $480K in Q4 2024.
  • 595 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.